Independent Financial Advisor - South West

Independent Financial Adviser (Self-Employed) – South West

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience. We’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

Our continued growth means we’re expanding our Financial Planning team and seeking a self‑employed Independent Financial Adviser to cover the South West region.

Key responsibilities include:

• Establishing contact with potential clients and developing appropriate business relationships
• Reviewing existing clients’ circumstances and addressing them as appropriate to company standards
• Constructing appropriate solutions to the principles of best advice; producing reports and recommendations to company standards and implementing solutions as agreed with clients
• Ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process

Client meetings will take place using Teams and face to face. As part of the role, you may be asked to travel to appointments and cover other TC offices, so a driving licence and car are required.

Benefits:

• Established referral network – Benefit from warm, high-quality leads generated by our offices and accountants
• Flexible, self‑employed model – Retain independence while accessing the strength of a recognised brand
• Growth opportunity – Build and develop your client portfolio with ongoing support and collaboration

We are looking for self‑employed advisors with the following skills and experience:

• Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideally
• Previous experience working with accountants is an advantage
• Proven track record as a Financial Adviser in relationship‑led environments
• Ability to self‑manage and communicate confidently with TC Partners and other areas of the business
• Technically proficient
• Good knowledge of tax planning strategies within both personal and company investments
• Holistic knowledge across protection, pension and investment planning
• Organised and professional

Contract type: Self‑Employed

Hours: Flexible

Salary: Self Employed Basis

Department: Financial Planning

We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.